HENRY's

Gen X, Millenials, Gen Z... The three demographics that primarily make up this category.

The HENRY is a young person or professional that has been successful to this point in their life, but has not yet built up wealth due to a myriad of reasons. HENRY's are usually new to investing and the world of financial planning and often don't know where to start. As such, our approach to working with this group is rooted in our founding principle of education. Our primary goal is to educate this group about the financial world in general and help them take their first steps towards achieving financial independence and guide them all along the way.

We strive to educate and assist our HENRY clients with general investing, insurance, budgeting, large purchases, life-stage planning, employee benefits analysis, and much more.